About the CFA Institute Research Challenge
The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with their peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.
The Research Challenge gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally and globally for a real-world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
CFA Society Perth is proud to host the local level of the CFA Institute Research Challenge.
Key Dates
| 31 August 2018 | Preliminary Research & Submit Final Teams |
| Register with CFA Institute | |
| 6 September 2018 2:30pm – 4:30pm, ECU |
Analyst Briefing – Killian Murphy (Petra Capital) RBL Company Presentation Videoconference |
| 8 October 2018 | First Draft Report and Video due to Mentors |
| 15 October 2018 | Final Report and Video due |
| 23 October 2018 | Local Final Presentation 6:00pm – 8:00pm Wesfarmers Lecture Theatre, UWA |
| 28 & 29 March 2018 | Regional Final in Sydney, Australia |
| 24 April 2019 | Global Final in New York City, USA |
Watch a student experience video from the three 2014 Global Finalists or the 2016 Wrap Up Video.
Honour Roll
| Year | Winning Team | ||
|---|---|---|---|
| 2017/18 | University of Western Australia Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery Mentor: Ian Chu Faculty Advisor: Professor Raymond da Silva Rosa |
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| 2016/17 | Curtin University Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell Mentor: Andrew Foster Faculty Advisor: Dr Mostafa Hasan |
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| 2015/16 | Curtin University Team: James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman Mentor: Andrew Foster Faculty Advisor: Dr Lee Smales |
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| 2014/15 | University of Western Australia Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood Mentor: Robert Huth, CFA Faculty Advisor: Professor Raymond da Silva Rosa |
Participating Universities
Sponsoring Company
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The CFA Society Perth sincerely thanks Redbubble for their support of the CFA Research Challenge.
Resources